The Latest News

Milestone: 10 Years on the Treasure Coast

With the ten-year anniversary just around the corner—October 1, 2018—founder Mike Terrio and the team are grateful to be able to continue assisting people with their financial planning and retirement planning goals.

The Terrio Group was founded in 2008, the same year as the recession, when retirees alone lost over $2 trillion over the course of fifteen months. “Opening our doors during the biggest downturn since the depression was an eye opener. It helped us really hone in on what was important to each new client who walked through the door. But when you start the dialogue with the inspiration conversation and you embark on formulating a strategy together, that’s when real progress can be made.”

When asked about what’s on the radar for the next ten years, Mr. Terrio was quick to emphasize the importance of maintaining the intimate, extended-family environment of his offices, no matter how much they grow.

“The constant changes within the economy are not something we can control. But what we can do is give our clients something they can consistently count on, and that’s our process. We also want to always be prepared, and we do this with the right technology in place, which streamlines efficiencies in our process. At the end of the day, we want to always be evolving, always minimizing our clients’ risk. And that’s how we want to spend the next ten years.”

The Terrio Group will be making exclusive offers available to new and existing clients to kick off their tenth year in business.

The Terrio Group Press Releases

October 28, 2018

Port St. Lucie

The Terrio Group is celebrating ten years in business on The Treasure Coast on October 1st. The milestone year is remarkable for Founder Mike Terrio who started the financial and retirement planning firm after experiencing firsthand the financial devastation that can result after a family crisis. The hard lesson learned was the catalyst that marked Terrio’s determination to help as many people as possible from facing similar consequences.

Upcoming Seminars

September 26, 2018 | 11:30 AM – 1:00 PM

HopCat • Port Saint Lucie, FL

This popular new venue in Tradition is a good time no matter what. Throw in some of their famous “crack fries” while learning new ways to leverage your wealth, and you should leave feeling refreshed and ready for anything.

HopCat is located at 10553 SW Meeting St in Port St. Lucie.

October 2, 2018 | 6 pm – 7 pm

LouRonzo's Italian Fusion • Port Saint Lucie, FL

Located in the heart of downtown Stuart by the water and shops, we always bring the venue to life with our popular financial seminars that pack in a steady mix of education, fun, and impromptu comedy. Make sure you get a seat!

LouRonzo’s is located at 301 S Colorado Avenue in Stuart.

Location & Hours

542 NW University Blvd, Suite 102 B
Port St. Lucie, FL 34986

2104 SE Rays Way
Stuart, FL 34994

5201 Eden Ave.
Edina, MN 55436

8:30 AM – 4:30 PM

Get In Touch

Send your questions directly to us. 

contact the terrio group

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